+30.9%
DOCU vs IOVA
+44.8%
-13.9%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.0% | +2.7% | +3.6% |
| 7D | +6.9% | +9.7% | -2.8% | +6.3% |
| 30D | +19.0% | +102.5% | -83.5% | +13.0% |
| 3M | +34.3% | +100.7% | -66.4% | +26.9% |
| 6M | +48.0% | +106.3% | -58.3% | +38.4% |
| YTD | 0.0% | +222.0% | -222.0% | -10.7% |
| 1Y | -10.3% | +299.5% | -309.8% | -21.9% |
| All | +30.9% | +44.8% | -13.9% | +7.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IOVA.
Daily Out/Under-Performance
Portfolio return minus IOVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOVA return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded IOVA wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling